Help Clients/Grow Revenue
BUDDY INSURANCE
Actuarial Insights on Group LTCi
Individual vs. Worksite Hybrid Long Term Care Products
By Marc Glickman
Worksite and individual hybrid long term care products differ significantly in their design and target market. Individual products typically target pre-retirees planning for future needs with comprehensive underwriting requirements. These products usually feature traditional life insurance chassis (Universal Life, Indexed UL, Whole Life) with larger face amounts.
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COMMISSION PROTECTION
Protecting Broker Commissions: Real Stories of Planning, Loss and Legacy
By Phil Calhoun & David Ethington
For health insurance brokers, years of dedication builds not just a business, but a lifeline for their families. Yet, many overlook what will happen to their commissions if they retire, become disabled, or pass away. In a recent webinar, Phil Calhoun and David Ethington shared three real-life case studies that illustrate the profound impact of commission protection planning on brokers and their loved ones.
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Unlocking Value: How Life Settlements Empower Clients and Advisors Alike
By Lisa Rehburg
It was an honor to be interviewed by California Broker Magazine’s editor, Phil Calhoun. Besides discussing how long both of us have been in the insurance industry (I’m still 28 in my head), more importantly, we discuss how life insurance settlements benefit and empower clients, and their insurance and financial advisors, making them a WIN – WIN. Additionally, we discuss how to discuss life insurance settlements with clients and how advisors can raise visibility within their client base.
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